HWA

HHM Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.23M
3
+$2.98M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.83M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.03M

Top Sells

1
+$2.04M
2
+$504K
3
+$406K
4
BBAX icon
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
+$394K
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$363K

Sector Composition

1 Technology 3.53%
2 Industrials 1.6%
3 Healthcare 1.6%
4 Consumer Discretionary 1.59%
5 Financials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.37%
92,607
+8
27
$1.8M 0.37%
7,231
-287
28
$1.51M 0.31%
5,110
+56
29
$1.45M 0.3%
5,493
+39
30
$1.4M 0.29%
37,470
+5,965
31
$1.36M 0.28%
28,791
32
$1.26M 0.26%
18,060
+401
33
$1.11M 0.23%
7,432
+135
34
$1.09M 0.22%
20,776
+1,995
35
$1.04M 0.21%
2,776
+772
36
$1.04M 0.21%
7,176
-700
37
$1.03M 0.21%
2,991
+99
38
$1M 0.2%
2,434
+626
39
$997K 0.2%
20,291
-8,020
40
$972K 0.2%
35,220
+2,250
41
$940K 0.19%
4,608
-160
42
$887K 0.18%
8,334
-135
43
$883K 0.18%
3,860
+768
44
$862K 0.18%
16,473
+558
45
$856K 0.17%
6,569
+1,346
46
$845K 0.17%
8,147
+634
47
$804K 0.16%
6,499
+121
48
$786K 0.16%
+2,449
49
$779K 0.16%
41,953
+37,852
50
$769K 0.16%
32,792
+12,218
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